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LPL Financial
LPLA

Overview Fund Activity

787 hedge funds and large institutions have $29.7B invested in LPL Financial in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 322 increasing their positions, 256 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+13
Holders Change %
+1.68%
% of All Funds
10.55%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.28%
New
128
Increased
322
Reduced
256
Closed
103
Calls
$44.1M
Puts
$36.7M
Net Calls
+$7.44M
Net Calls Change
+$23.9M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$442M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$347M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$230M
4
Principal Financial Group
Principal Financial Group
Iowa
+$209M
5
Invesco
Invesco
Georgia
+$169M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$267M
2
Marshall Wace
Marshall Wace
United Kingdom
-$246M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$123M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$108M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRSITF
426
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$807K -$4.88K -13 -0.6%
AWM
427
Axxcess Wealth Management
California
$806K +$9.37K +25 +1%
CAM
428
Cresset Asset Management
Illinois
$803K +$502K +1,338 +166%
SCA
429
Snowden Capital Advisors
New York
$802K -$445K -1,187 -36%
VT
430
Vise Technologies
New York
$795K +$795K +2,121 New
SWP
431
Stratos Wealth Partners
Ohio
$795K +$13.9K +37 +2%
EOJOAM
432
E. Ohman J:or Asset Management
Sweden
$787K – – –
NS
433
NBC Securities
Alabama
$779K -$18.4K -49 -2%
DC
434
Davenport & Co
Virginia
$778K +$58.9K +157 +8%
PS
435
Principal Securities
Iowa
$774K +$380K +1,014 +96%
HFO
436
Heritage Family Offices
Arizona
$764K – – –
SWM
437
Spire Wealth Management
Virginia
$752K +$687K +1,831 +1,052%
WWM
438
WJ Wealth Management
Arizona
$750K – – –
EA
439
Emerald Advisers
Pennsylvania
$750K +$331K +883 +79%
XF
440
XML Financial
Maryland
$749K -$9.38K -25 -1%
VWM
441
Valley Wealth Managers
New Jersey
$748K -$101K -269 -12%
QCM
442
QRG Capital Management
Illinois
$725K +$35.2K +94 +5%
AFCM
443
Applied Finance Capital Management
Puerto Rico
$707K +$14.6K +39 +2%
SMF
444
Scott Marsh Financial
Utah
$706K +$706K +1,882 New
GIA
445
Gladstone Institutional Advisory
Florida
$695K -$61.9K -165 -8%
Carson Wealth (CWM LLC)
446
Carson Wealth (CWM LLC)
Nebraska
$692K -$349K -932 -34%
AAM
447
Advisors Asset Management
Colorado
$691K +$124K +331 +22%
SSWM
448
Sheets Smith Wealth Management
North Carolina
$682K +$682K +1,820 New
YCM
449
Yousif Capital Management
Michigan
$676K +$1.88K +5 +0.3%
DFCM
450
Dark Forest Capital Management
Puerto Rico
$672K +$672K +1,793 New
16 17
18
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